AI Agent Skills

Notebooks for financial economics. Keywords: Jupyter notebook pandas Federal Reserve FRED Ferbus GDP CPI PCE inflation unemployment wage income debt Case-Shiller housing…

Fixed Income Analytics, Portfolio Construction Analytics, Transaction Cost Analytics, Counter Party Analytics, Asset Backed Analytics

Portfolio Construction and Risk Management book's Python code.

Event-driven backtesting with bar-by-bar execution, complex order types, multiple analyzers, and custom indicators

Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.

Retrieve official Federal Reserve economic series for GDP, inflation, rates, employment, money supply, and volatility research.

Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.

Wallet evaluation, monitoring, and copy-trade strategy design for Solana DEX trading

AI-powered financial advisor that helps you make smarter decisions about your portfolio.

Export trade history and tax calculations in formats compatible with Koinly, CoinTracker, CoinLedger, TokenTax, and IRS Form 8949

Scenario-driven hedge recommendations for an existing stock position. Takes ticker + cost basis + purpose, auto-classifies the holding situation (falling knife / bottom-…

Build an upcoming US earnings calendar with dates, timing, consensus estimates, and market-impact context.

Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data.

Create a structured post-earnings equity research update with key metrics, estimate changes, charts, and thesis review.

Agent-native investment research workspace for evidence-tracked, refreshable investment theses across equities, earnings, macro, and portfolio review.

Audit concentration, factor exposure, correlation, liquidity, and stress-test risks in an existing portfolio.